Go from Excel in finance basics to AI-powered valuation and M&A modeling with 12 structured courses covering accounting, ratios, DCF, comps, and ChatGPT/Claude workflows with exclusive resume building and LinkedIn profile optimization workshops.
Excel for Finance, Accounting, Ratio Analysis, Financial Modeling, DCF Valuation, Trading Comps, M&A Modeling, AI-Powered Analysis, Resume and LinkedIn Workshops, and more
Aspiring Financial Analysts, Investment Bankers, Equity Research Analysts, Private Equity Analysts, FP&A Analysts, career switchers into finance, and more
“I've completed several online finance courses over the years, but this bootcamp was the first that tied Excel, accounting, financial modeling, valuation, and AI into one structured learning path. The real-company case studies made the concepts practical, and the DCF and M&A modules were especially valuable. I now approach financial analysis with much more confidence in my day-to-day work.”
Sarah Mitchell - Financial Analyst | United States
“The progression through the curriculum is what impressed me the most. Each phase builds naturally on the previous one, making even complex valuation concepts easier to understand. The AI workflows using ChatGPT and Claude were practical rather than theoretical, and they've helped streamline parts of my research and modeling process.”
James Carter - Investment Banking Analyst | United KingdomBefore you leave, claim the Summer Sale offer and continue directly to discounted checkout.
Begin with Excel formulas and accounting fundamentals, then advance into ratios, three-statement modeling, DCF and M&A valuation, and AI-driven workflows.
Brings together Excel, accounting, ratio analysis, financial modeling, DCF and comps valuation, M&A modeling, and AI workflows usually bought separately.
The path is structured across four sequential phases, so you always know what to study first.
Immediate access after successful payment · 3-year access · Certificate included
Four phases sit on the left, with every bundle course, its hours, and lessons visible on the right.
Click any thumbnail to preview how the program blends finance fundamentals, real Excel models, and AI-assisted workflows using ChatGPT and Claude.
Follow the path from Excel and accounting foundations to AI-powered valuation and modeling workflows.
Build Excel and accounting fundamentals across three courses before moving into analysis.
Master ratio analysis and build integrated three-statement financial models in Excel.
Apply DCF, trading comparables, and M&A modeling to real company case studies.
Use ChatGPT and Claude for fundamental analysis, modeling, and Excel plugin workflows.
Complete the Resume Reinvention and LinkedIn Magnet workshops.
Supports goals across financial analysis, equity research, investment banking, valuation, and AI-powered workflows
Choose the bundle when you want a complete, structured path across roles rather than one isolated course.
Get the full bundle for $249 — save $250, today only.
See what you'd pay separately, what's included in the bundle, and today's complete-access price.
Co-Founder, WallStreetMojo · View LinkedIn profile →
Dheeraj Vaidya, over the course of his nearly two-decade career, has trained and mentored more than 100,000 students and professionals. As the program instructor, Dheeraj has shaped the curriculum, learning pathway, and practical focus of this Investment Banking Mastery Program in way that ensures learners build skills in the right sequence and through the right process.
Consolidated learner feedback from the Investment Banking Mastery Program reflecting outcomes across financial modeling, valuation, AI workflows, deal skills, and career development.
“I enrolled to strengthen my financial modeling skills and ended up learning far more than I expected. The Excel templates, three-statement modeling exercises, and valuation case studies are directly applicable in a corporate finance environment. The course strikes a great balance between fundamentals and advanced topics.”
“What I appreciated most was the logical progression from accounting fundamentals to advanced valuation. Every course builds on the previous one, making the overall learning experience practical rather than overwhelming.”
“I have taken finance courses before, but this bundle felt much more complete. The case studies, Excel templates, and M&A modeling exercises helped bridge the gap between theory and real-world application.”
“The quality of the financial modeling content exceeded my expectations. I especially liked working through real company examples and learning practical ways to incorporate AI into financial analysis without losing analytical rigor."”
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Finish each course's videos and final assessment to download individual WallStreetMojo certificates covering Excel, accounting, modeling, valuation, and AI workflows.
Use this when deciding between a full guided path and piecing learning together yourself.
Answers cover bundle access, included courses, certificates, AI tool requirements, and whether this bootcamp fits your goals.
Yes, each of the 12 courses in this financial analyst bootcamp awards its own WallStreetMojo certificate of completion after you pass the chapter-wise tests and final assessment, so you can add every certificate to your LinkedIn profile and résumé. Note that in addition to the individual course certificates, you will get a certificate for The Complete Financial Analyst Bootcamp.
Yes,the Fundamental Analysis Using AI course requires access to Excel and ChatGPT, and its Fit Check explicitly notes it isn't a fit for "learners who do not have access to ChatGPT or MS Excel." The AI Layer also includes a ChatGPT & Claude Excel Plugin Workflows resource, so you'll want access to both tools to get the full AI Layer experience.
Every course in this bootcamp includes 3-year unlimited access from your enrollment date, so you can revisit videos, templates, and assessments anytime within that 36-month window, on any compatible device.
The Excel for Finance course starts from true fundamentals — naming cells, basic math, and cell referencing. So, no advanced Excel background is needed, though you'll want basic familiarity with the software itself. For the accounting and AI courses, no programming skills are required, but it is recommended that you study foundational accounting concepts alongside the course if you're a complete beginner.
You'll need Microsoft Excel throughout (works on both Windows and Mac, with minor command differences on Mac) plus ChatGPT for the AI-powered courses. The AI Layer's Excel plugin resource also uses Claude alongside ChatGPT.
Send us your question and our team will help you understand whether this course is right for your goals.
Get structured access to Excel, accounting, modeling, valuation, and AI-powered analyst workflows in one bundle.
